Institutions / Bluebird Wealth Management LLC
Bluebird Wealth Management LLC
CIK 2104503 · Institution · as of Dec 31, 2025
Portfolio value
$107.05M
Positions
70
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 70 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $5.73M | 5.4% |
| Apple Inc. | $4.59M | 4.3% |
| Meta Platforms Inc | $3.98M | 3.7% |
| Microsoft Corp | $3.71M | 3.5% |
| Amazon.com Inc | $3.22M | 3.0% |
| CrowdStrike Holdings, Inc. | $2.96M | 2.8% |
| Arista Networks, Inc.ANET | $2.74M | 2.6% |
| Citigroup Inc | $2.66M | 2.5% |
| JPMorgan Chase & Co | $2.66M | 2.5% |
| Barclays PLC | $2.63M | 2.5% |
| Uber Technologies, Inc | $2.58M | 2.4% |
| Wells Fargo & COMPANY/MN | $2.56M | 2.4% |
| American Express Co | $2.53M | 2.4% |
| The Goldman Sachs Group, Inc. | $2.34M | 2.2% |
| Royal Caribbean Cruises Ltd | $2.21M | 2.1% |
| Spotify Technology S a | $2.20M | 2.1% |
| ELI LILLY & Co | $2.15M | 2.0% |
| Netflix Inc | $2.13M | 2.0% |
| Palantir Technologies Inc | $2.06M | 1.9% |
| Regeneron Pharmaceuticals, Inc. | $1.98M | 1.8% |
| Robinhood Markets, Inc. | $1.97M | 1.8% |
| TJX Cos Inc/The | $1.93M | 1.8% |
| Alibaba Group Holding LtdBABA | $1.81M | 1.7% |
| MongoDB, Inc. | $1.80M | 1.7% |
| Shopify Inc | $1.73M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.